SHULMAN BASTIAN 401(K) PROFIT SHARING PLAN AND TRUST

[ EIN: 33-0567045 | Plan No. 003 ]

Form 5500 records indicate that SHULMAN BASTIAN 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) plan sponsored by SHULMAN BASTIAN FRIEDMAN & BUI LLP. The plan is classified as a Small Plan with 21 participants and assets totaling $7,054,535 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: SHULMAN BASTIAN FRIEDMAN & BUI LLP

Location: 100 SPECTRUM CENTER DRIVE, IRVINE, CA 92618

EIN: 330567045

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 21

Total Assets: $7,054,535

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